+134.2%
UMC vs SUI
+18.2%
+116.1%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.9% | -3.2% | -2.1% |
| 7D | +11.2% | -1.5% | +12.7% | +10.9% |
| 30D | -28.0% | +3.7% | -31.8% | -27.5% |
| 3M | -20.5% | -0.4% | -20.1% | -20.2% |
| 6M | -1.6% | -2.8% | +1.2% | -1.2% |
| YTD | +99.4% | -1.6% | +101.0% | +99.4% |
| 1Y | +120.4% | -2.1% | +122.5% | +120.6% |
| 3Y | +134.2% | +18.5% | +115.7% | +121.7% |
| All | +134.2% | +18.2% | +116.1% | +121.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded SUI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling